← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1151	F F3Logic Burnsville, Minnesota	$356K	-$50.2K	1	0.04%	Reduced
1152	CBT CoreFirst Bank & Trust Topeka, Kansas	$350K	$0	3	0.24%	Maintained
1153	SC Shay Capital New York	$350K	+$337K	1	0.04%	New
1154	Covington Capital Management Los Angeles, California	$349K	+$23.7K	3	0.01%	Increased
1155	Krilogy Financial St. Louis, Missouri	$349K	+$542	1	0.03%	Increased
1156	MAM MMA Asset Management Conshohocken, Pennsylvania	$345K	+$355K	1	0.26%	New
1157	ST Somerset Trust Somerset, Pennsylvania	$345K	-$3.36K	1	0.14%	Reduced
1158	ZWJ Investment Counsel Atlanta, Georgia	$343K	$0	1	0.02%	Maintained
1159	Sageworth Trust Lancaster, Pennsylvania	$342K	+$319K	6	0.03%	Increased
1160	VCA Verdence Capital Advisors Hunt Valley, Maryland	$341K	+$351K	1	0.05%	New
1161	CCC Crescent Capital Consulting New Orleans, Louisiana	$335K	$0	4	0.06%	Maintained
1162	SB Sunflower Bank Dallas, Texas	$335K	+$10.7K	1	0.05%	Increased
1163	AMG Advisors Management Group La Crosse, Wisconsin	$334K	-$8.27K	1	0.1%	Reduced
1164	Calamos Wealth Management Naperville, Illinois	$333K	+$320K	1	0.03%	New
1165	Cetera Advisors Denver, Colorado	$333K	+$52.6K	1	0.01%	Increased
1166	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$333K	-$2.1K	1	0.03%	Reduced
1167	Evercore Wealth Management New York	$333K	$0	1	0.01%	Maintained
1168	LK Lumbard & Kellner Hollis, New Hampshire	$331K	+$2.84K	1	0.13%	Increased
1169	CNC Canandaigua National Corp Canandaigua, New York	$330K	-$226K	1	0.05%	Reduced
1170	Geneos Wealth Management Englewood, Colorado	$330K	-$284K	5	0.01%	Reduced
1171	NIM NuWave Investment Management Parsippany, New Jersey	$329K	+$110K	1	0.37%	Increased
1172	FF FourThought Financial Venice, Florida	$328K	-$56.1K	8	0.04%	Reduced
1173	CAM Cypress Asset Management Houston, Texas	$327K	$0	1	0.08%	Maintained
1174	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$327K	$0	1	0.19%	Maintained
1175	Avior Wealth Management Omaha, Nebraska	$326K	+$7.34K	5	0.03%	Increased